Anic Equity¶
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Total return since start: 0.608 %¶
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Equity now: -----------------------------> 49115.13 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45054.24 Kr¶
PnL: ---------------------------------------> -1.76 Kr¶
DD now: ---------------------------------> -7.54 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 14:46:01.189421'
Benchmark comparison TODAY¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.060000 | 1668.780000 | 199.780000 | 13.600000 | 1468.999998 |
| Orrön Energy | 180 | -2.290000 | 2151.900000 | 108.900000 | 5.330000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 0.250000 | 997.500000 | 62.500000 | 6.680000 | 935.000000 |
| Sagax B | 4 | 0.530000 | 902.000000 | 48.000000 | 5.620000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 0.340000 | 1020.250000 | 40.250000 | 4.110000 | 980.000000 |
| Catena | 2 | -0.950000 | 830.800000 | 38.800000 | 4.900000 | 792.000000 |
| JM | 6 | -1.000000 | 893.400000 | 29.400000 | 3.400000 | 864.000000 |
| Hexatronic Group | 12 | -0.790000 | 993.840000 | 26.840000 | 2.780000 | 966.999996 |
| Platzer Fastigheter Holding B | 12 | -3.410000 | 985.200000 | 24.200000 | 2.520000 | 960.999996 |
| Sedana Medical | 93 | -4.610000 | 2538.900000 | 17.900000 | 0.710000 | 2521.000011 |
| OX2 | 13 | 0.880000 | 963.300000 | 13.300000 | 1.400000 | 949.999999 |
| Bilia A | 8 | -0.700000 | 909.600000 | 9.600000 | 1.070000 | 900.000000 |
| Biotage | 7 | -0.880000 | 949.200000 | 8.200000 | 0.870000 | 940.999997 |
| HEXPOL B | 9 | 0.090000 | 1028.700000 | 7.700000 | 0.750000 | 1020.999996 |
| Gränges | 9 | -0.960000 | 933.300000 | 5.300000 | 0.570000 | 927.999999 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| BioGaia B | 8 | -2.190000 | 929.600000 | -0.400000 | -0.040000 | 930.000000 |
| AcadeMedia | 8 | -1.480000 | 400.400000 | -1.600000 | -0.400000 | 402.000000 |
| Byggmax Group | 33 | -2.170000 | 952.380000 | -3.620000 | -0.380000 | 956.000001 |
| Clas Ohlson B | 12 | -1.890000 | 965.400000 | -7.600000 | -0.780000 | 972.999996 |
| ASSA ABLOY B | 3 | -1.770000 | 765.900000 | -13.100000 | -1.680000 | 779.000001 |
| EQT | 4 | -2.200000 | 818.000000 | -14.000000 | -1.680000 | 832.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| Alimak Group | 11 | -1.920000 | 900.900000 | -27.100000 | -2.920000 | 927.999996 |
| SKF B | 5 | -1.250000 | 906.750000 | -33.250000 | -3.540000 | 940.000000 |
| Addnode Group B | 11 | -1.650000 | 887.150000 | -33.850000 | -3.680000 | 921.000003 |
| INVISIO | 16 | 0.880000 | 3648.000000 | -41.000000 | -1.110000 | 3689.000000 |
| Indutrade | 5 | -1.390000 | 1173.500000 | -44.500000 | -3.650000 | 1218.000000 |
| Latour B | 4 | -0.780000 | 809.600000 | -47.400000 | -5.530000 | 857.000000 |
| Bufab | 3 | -1.090000 | 1039.200000 | -69.800000 | -6.290000 | 1109.000001 |
| Vitec Software Group B | 2 | -4.250000 | 1014.000000 | -73.000000 | -6.720000 | 1087.000000 |
| BHG Group | 97 | -1.760000 | 1357.030000 | -101.970000 | -6.990000 | 1458.999989 |
| Hexagon B | 26 | -2.840000 | 3335.800000 | -125.200000 | -3.620000 | 3461.000010 |
| TOTAL | 45054.320000 | -1.680000 | -7.53852% | 45056.000411 |
Updated:¶
'2023-07-05 14:44:43.577665'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
